Financial Advisor, CFP®
Mike is a partner at Prime Financial Services and has been with the company for over 30 years. He is a licensed CERTIFIED FINANCIAL PLANNER™ professional whose specialties include investment, retirement, and tax planning for individuals. He will help you understand your investment choices and make you feel comfortable discussing your finances. Mike's goal is to create a plan based on your needs and concerns; and then continue to monitor that plan with caring personal services.
As a CFP® professional, Mike is committed to the highest standard in personal financial advice. This certification represents an adherence to a professional code of ethics, continuing education, a stringent code of conduct and superior standards of practice. A CFP® professional shall at all times, place the interest of their client ahead of his or her own.
Mike originally is from and currently resides in New Berlin, WI. He has a Business Finance degree from UW-Whitewater. Mike has been married to his wife, Tami, since 1993 and has two daughters, Rachel and Samantha, along with their dog, Boomer. Favorite hobbies include golf, tennis, pickle ball, and family vacations. He is also President of the non-profit, Just Fore Kids Foundation for 14 years and runs the annual, Just Fore Kids charity golf outing to help raise money for kids and their families.
Mike welcomes the opportunity to collaborate with you and help with your financial needs.